Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (54215)	8/6/2002 6:08:58 PM
From: stockman_scott	Respond to of 65232

CISCO Conf. Call Notes... Very solid. Execution is awesome. Gross margins 67+%, net margins 20+%. Operating at same metrics as the late 90's. Revenues up vs last q4. Really good. Guidance flat to slightly higher sequentially...Increasing stock buyback by $5 billion. Really good call. Worth a listen. corporate-ir.net

To: Voltaire who wrote (54215)	8/6/2002 6:50:32 PM
From: marginmike	Respond to of 65232

Hows the van down by the river?

To: Voltaire who wrote (54215)	8/7/2002 8:47:18 AM
From: Murrey Walker	Read Replies (3) \| Respond to of 65232

Tom, I wish that I could understand the human condition more than I do. I've made more than the initial cost of my wife's investment in AMGN using covered calls. Still making a little on that practice today. That said, I'm more than willing to let them go if that should happen and not look back. Point is, my wife and I are not in love with any one position. Learned that lesson some time ago. What blows my mind is a lot of folks are using that misplaced blame syndrome, and you're pretty damn convenient as the lightening rod de jour. MM (and a host of others) obviously have a lot of anger to work through. I can tell that MM attended your classes on CCs when QCOM was the case in point. Perhaps as his name implies, he leveraged himself to the hilt and really took some hits on the way down. Hopefully, some time in the future, folks will begin to make money in the market, and will let bygones be bygones. I thought Bobo and company were waiting for QCOM to get back to $200. ;-)